Search for a job

This job was posted more than 40 days ago...

IFA Administrator

Permanent  for Search Consultancy in Altrincham

Financial Services AdministratorSouth Manchester£18,000 – £22,000 + BenefitsMy client, an award-winning Chartered IFA practice based in the South Manchester area, are seeking to appoint a candidate from a strong Financial Services background to provide efficient sales support to IFAs. This a fantastic opportunity to work for a company with excellent reputation and accomplishments which provides all their employees with the platform, support and all tools required to be successful in the Financial Planning field. As a Client Support Administrator your core duties and responsibilities will involve:* Processing new business from beginning to end* Administration of valuations and client reviews* Preparing invoices, issuing and checking policy documents* Liaising with clients, product providers and 3rd parties* Acting as a fist point of contact for any client queries* Diary management for IFAsThe successful candidate must have previous working exposure to Independent Financial Advisers and experience in a similar role, preferably within an IFA practice. Truth and 1st Software systems experience is a desirable requirement. The candidate must be studying towards the Certificate in Financial Planning.If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 0161 835 8318 or forward your CV to

Job added on 30-06-2014